Client Line Newsletter May 2023

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In this month’s Client Line Newsletter, several pertinent topics are covered:

  • Building on the 2019 SECURE ACT, the 2022 Securing a Strong Retirement Act was passed to help boost savings in workplace plans, extend support to small businesses, and increase tax incentives for small businesses.
  • Amended tax return tips
  • Easing into retirement or semi-retirement
  • Your financial legacy and taxes
  • Best practices for employee reimbursements
  • SECURE Act 2.0 for individuals

Click HERE to download and view the newsletter.


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